Jake has worked in the financial services industry since 2002. Prior to joining RBC Wealth Management in 2008, he worked in banking and consumer lending for a large credit union in Kansas City. He graduated from the University of Kansas with a Bachelor of Science degree in business administration in 2002. Jake joined the team in 2011. In 2016, Jake completed his first professional designation, becoming a Retirement Income Certified Professional®. He is dedicated to meeting the needs of high-net-worth households and providing sophisticated retirement income planning services.
“We are constantly learning, expanding our knowledge and expertise so we can best service our clients.” — Jake B. Salzman
